⚠️ Important
Access Legal Bricks does not currently provide an Open Banking API for automated Source of Funds checks. All information is collected via client-completed tasks and documents.
Add Source of Funds to a Matter Template
Use this method if Source of Funds should be part of your standard onboarding workflow.
Click Settings.
Click Matter Settings.
Click Matter Templates.
Find the template you want to update and click the Edit (pencil) icon.
Go to the Purchase workflow.
Click Add task.
Drag and drop the Source of funds task into the stage where you want it to appear for the client.
The Source of Funds task will now be included automatically whenever that template is used.
Add Source of Funds to a Single Case
Use this method if Source of Funds is not required for every workflow and you only want to add it for specific matters.
Find and open the case.
Click the Matters tab.
Click Add Task.
If this is a sale and purchase case, select Purchase tasks from the drop-down first.
From the task list, select the Source of funds task.
Use the drop-down to select which stage this task should fall under for the client.
Click Confirm.
The Source of Funds task will now appear in the client’s LB Connect journey for that case.
Still Need Help?
If you are still having issues adding a Source of Funds task after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.